Mackenzie Investments

  • Inside Sales Assistant (Vancouver & Calgary Summer 2019)

    Job Location CA-BC-Vancouver
    Posted Date 4 days ago(1/14/2019 12:18 PM)
    Reference Number
    # Positions
    Job Type
    Summer Positions
    Job Industry
    Financial Services and Banking
    Career Level
    Years of Experience
  • Job Description

    Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $60 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $140 billion. We are committed to the financial success of investors, through their eyes.


    Our Vision

    Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.

    Our Values

    Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the
    following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.

    At Mackenzie Investments you can Build Your Career with Confidence by:

    Changing the Game: We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them.

    Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.

    Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.

    Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.

    Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.

    Thriving in a Supportive Environment: We have created a workplace where your efforts and career are supported by your team and your leader.

    Our Distribution Division is currently seeking a Summer student to join our Inside Sales team in Vancouver & Calgary starting in May 2019.


    The successful candidate’s primary responsibilities will include:

    • Work closely with the sales team providing support on fund comparisons, pricing research, performance research, competitive analysis, Salesforce & territory planning
    • Potential for limited interaction with Advisors
    • Research, build proposals/reports and present findings to senior management
    • Review business processes to identify opportunities for improvement
    • Assist with project work dependent on business initiatives


    The following requirements will assist the successful candidate:

    • Currently enrolled in a relevant post-secondary education program
    • Interest and passion for a career in the financial industry
    • Demonstrated leadership skills
    • Creativity and innovation
    • Ability to work well in a team environment and independently
    • Analytical and problem solving skills
    • Effective organizational and multi-tasking skills
    • Strong written and verbal communication skills
    • Proficient in Microsoft Office (Word, Excel, PowerPoint)
    • Related previous work experience is an asset

    Please indicate in your cover letter why you are interested in working for Mackenzie. Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations. Please advise Human Resources if you require an accommodation.


    File #18-210


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